The Motley Fool

SEPTEMBER 26, 2024

The position accounted for almost half of the conglomerate's entire stock portfolio, and considering it only had a cost-basis of around $38 billion, it was sitting on a very nice profit. Buffett said it was for tax reasons, but then Berkshire proceeded to sell a whopping 49% of its remaining Apple stake during Q2! of its portfolio.

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Private Equity Insights

JULY 12, 2024

Private equity firm KKR plans to cut its stake in Kokusai Electric, two people familiar with the matter said, cashing in after a blistering run for shares in the Japanese chip equipment maker. KKR, which holds around 43% of Kokusai’s shares, plans to sell about half of its stake to investors, one of the people said.

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Stakes Private Equity Firms Private Equity Firms Initial Public Offering 130

The Motley Fool

AUGUST 31, 2024

As Chairman and CEO of Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B) , Buffett is in charge of managing the bulk of the conglomerate's equity portfolio. But he really made headlines when he sold nearly half of Berkshire's remaining stake last quarter. He also significantly reduced the fund's put options, typically a bearish position.

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The Motley Fool

AUGUST 14, 2024

Warren Buffett's diversified conglomerate generated those steady returns even as inflation, elevated interest rates, and geopolitical conflicts rattled the broader markets. A young Warren Buffett bought his first shares of Berkshire Hathaway, which was a struggling textile maker at the time, for his fund in 1962.

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The Motley Fool

JUNE 7, 2024

People tend to want to own stakes in exciting companies making headlines. Berkshire is a basket of stocks and a bunch of privately owned (not publicly traded) companies that collectively make up a massive conglomerate. The ultimate moral of the story is to begin building your stake in Berkshire as soon as possible.

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The Motley Fool

JULY 29, 2024

But Buffett has also bought some exchange-traded funds (ETFs) along the way. Berkshire (and therefore Buffett) owns stakes in the Vanguard S&P 500 ETF (NYSEMKT: VOO) and the SPDR S&P 500 ETF Trust (NYSEMKT: SPY). Both funds attempt to track the performance of the S&P 500 index. Which is Buffett's favorite?

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The Motley Fool

FEBRUARY 21, 2025

Instead, he recommended that the typical investor buy a "low-cost S&P 500 index fund." Berkshire's portfolio included two low-cost S&P 500 index exchange-traded funds (ETFs) for several years: the SPDR S&P 500 ETF Trust (NYSEMKT: SPY) and the Vanguard S&P 500 ETF (NYSEMKT: VOO). Treasury bills. I seriously doubt it.

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The Motley Fool

JUNE 23, 2024

More recently, he made what may be a once-in-a-generation bet on Southeast Asian conglomerate Sea Limited (NYSE: SE) after having sold most of his shares in 2022. Similar moves served Amazon and MercadoLibre well and may have also inspired Coleman to buy back Sea Limited shares in his fund.

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The Motley Fool

NOVEMBER 9, 2024

Investing legend Warren Buffett and his conglomerate, Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B) , have not given investors many reasons to buy into the strength of this market. American Express earlier this year leapfrogged Bank of America as the conglomerate's second-largest equity holding and now makes up 14.5%

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The Motley Fool

OCTOBER 21, 2024

He has encouraged buying stock in funds that mirror the S&P 500 (SNPINDEX: ^GSPC) because he believes investing in America has always been a smart move. In particular, the conglomerate's decision to sell much of its stake in Apple (NASDAQ: AAPL) this year caused some to scratch their heads. Image source: The Motley Fool.

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The Motley Fool

AUGUST 25, 2023

Warren Buffett's masterpiece is a well-diversified conglomerate that should continue to generate solid returns for its shareowners long after the legendary investor retires. Iger could look to sell Disney's 80% stake in ESPN. Iger is reportedly also considering an acquisition of Comcast 's one-third stake in Hulu.

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Private Equity Insights

DECEMBER 1, 2023

is reviewing strategic options for its majority stake in SK Shipping Co., is working with financial advisers as it weighs a potential partial or full sale of its stake, the people said, asking not to be identified because the matter is private. Considers Selling Stake in SK Shipping for $10bn South Korean buyout firm Hahn & Co.

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The Motley Fool

AUGUST 24, 2024

The giant conglomerate has also been a net seller of stocks over the past year and a half. So, the conglomerate would need to buy $2.8 billion worth of a stock for its stake to represent 1% of its portfolio. It may say more about the conglomerate's size than it does about the stock market.

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The Motley Fool

APRIL 20, 2024

The easy way of making money to which I'm referring is investing in exchange-traded funds (ETFs). Griffin founded Citadel, the most successful hedge fund ever. He said his will instructs that 90% of the cash inherited by his family be invested in an S&P 500 index fund. The legendary investor added, "I suggest Vanguard's."

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The Motley Fool

OCTOBER 10, 2024

Sometimes the investment is direct and other times the investment is indirect through an affiliated hedge fund. But billionaires Warren Buffett , Ken Griffin, and Jeremy Grantham all have significant stakes in this beverage giant. Finally, Grantham runs his fund, GMO. In 1988, Berkshire Hathaway started buying Coca-Cola stock.

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The Motley Fool

JUNE 23, 2024

Buffett's direct ways of profiting from Nvidia Although Buffett doesn't own any shares of Nvidia, Berkshire Hathaway 's portfolio includes two exchange-traded funds (ETFs) that do. The conglomerate hasn't sold shares of either ETF since then. Not entirely. As a result, he has directly profited as Nvidia stock has skyrocketed.

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Private Equity Insights

JULY 12, 2024

Hahn & Co, a South Korean private equity firm founded by former Morgan Stanley banker Scott Sang-Won Hahn, has raised $3.4bn for a new buyout fund, making it the largest single-country focused vehicle in Asia this year, according to a report by Bloomberg. The firm’s previous $2.7bn fund from 2019 has already returned 30% of its capital.

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The Motley Fool

AUGUST 23, 2023

Shares of his conglomerate, Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B) , have a long-term track record of growth that proves it. Its 578,000-share/$42 million stake only makes up about 0.01% of the Berkshire Hathaway investment portfolio's present value; Buffett sold most of the position in 2013, shortly after the spinoff.

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The Motley Fool

NOVEMBER 7, 2024

Warren Buffett's conglomerate Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B) Berkshire sold another 25% or so of its Apple stock, bringing total year-to-date sales to 600 million shares, or around two-thirds of its stake since the beginning of the year. That eventually grew into the conglomerate we know today.

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The Motley Fool

AUGUST 14, 2023

Cathie Wood's Ark Invest funds own nearly 130 stocks. However, Buffett's stake in Nu is somewhat unexpected. BYD BYD (OTC: BYDD.F) (OTC: BYDDY) is a Chinese manufacturing conglomerate. Berkshire Hathaway owns 9% of BYD and had an even larger stake in the past. Warren Buffett's Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B)

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Stakes Conglomerates Banks Portfolios 246

The Motley Fool

AUGUST 26, 2024

As CEO of Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B) , Buffett offers tons of investment advice and commentary in his annual letters to shareholders and at the conglomerate's annual shareholders meeting in Omaha, Nebraska. He's a staunch advocate of most investors sticking with S&P 500 index funds.

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The Motley Fool

JULY 28, 2024

Buffett mentioned Berkshire's giant stake in Apple (NASDAQ: AAPL) , but only in passing. But it's not just that Berkshire's portfolio of stocks and wholly owned subsidiaries are full of great companies, the conglomerate is also well positioned to avoid financial ruin thanks to one more big holding on Berkshire's balance sheet.

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The Motley Fool

SEPTEMBER 26, 2023

Typically, a business sells shares to investors to raise cash to fund expansion. Back in 2016, Japanese investment conglomerate SoftBank Group acquired Arm. Why Arm looks overvalued The first hint that Arm isn't a buy for most retail investors is the very nature of the IPO. But that's not what happened to Arm.

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Conglomerates Initial Public Offering Stakes Shareholders 246

Private Equity Wire

SEPTEMBER 26, 2024

Buyout firm L Catterton, backed by luxury conglomerate LVMH, is to acquire a majority stake in the pilates studio operator Solidcore from VMG Partners, Peterson Partners, and Kohlberg & Company in a deal that values the fitness chain at $700m, according to a report by Reuters.

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Stakes Conglomerates Buyout Startups 98

The Motley Fool

JUNE 28, 2024

Buffett took Berkshire Hathaway from a struggling textile business and turned it into a conglomerate with a huge insurance business and equity portfolio at its center. Treasury bonds increased by more than $58 billion over the past year as Buffett funds new purchases with stock sales and cash flows from Berkshire's core business.

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Conglomerates Shareholders Investing Stakes 244

The Motley Fool

NOVEMBER 20, 2024

For example, Warren Buffett is buying only a few stocks for Berkshire Hathaway 's portfolio but has built a massive cash stockpile for the conglomerate. Meanwhile, Millennium Management hedge fund manager Israel "Izzy" Englander continues to buy and sell stocks with gusto. of its stake in the e-commerce and cloud services leader.

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The Motley Fool

MARCH 20, 2024

British American Tobacco is rumored to be in the process of selling a sizable stake in Indian conglomerate ITC, which itself has a sizable cigarette operation. Or it could be used more directly, either to fund near-term investment in new-categories businesses or near-term acquisitions to bolster the division's growth prospects.

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The Motley Fool

JULY 8, 2024

The investment conglomerate's stake in the beverage titan is now valued at over $25 billion. Coca-Cola then harvests the profits, which it can use to fund its innovation initiatives, make other acquisitions, or pay dividends to shareholders. Here are three of Buffett's biggest buys, all of which remain smart investments today.

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The Motley Fool

DECEMBER 23, 2023

Then, in late 2022, Alleghany was acquired by none other than Warren Buffett 's conglomerate Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B). economy by investing in an S&P 500 index fund. But Berkshire Hathaway shareholders do have advantages over those who are invested in index funds. First, index funds have fees.

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The Motley Fool

DECEMBER 22, 2023

The legendary investor doesn't just pick individual stocks -- he also likes some exchange-traded funds (ETFs). portfolio: the SPDR S&P 500 ETF Trust (NYSEMKT: SPY) and the Vanguard 500 Index Fund ETF (NYSEMKT: VOO). portfolio: the SPDR S&P 500 ETF Trust (NYSEMKT: SPY) and the Vanguard 500 Index Fund ETF (NYSEMKT: VOO).

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The Motley Fool

JANUARY 21, 2024

Admittedly, though, their stakes in this stock are fairly small. While Berkshire initiated a position in Amazon in 2019, Buffett acknowledged at the time that the decision was made by one of the conglomerate's two investment managers. And the stock isn't in any of her exchanged-traded funds (ETFs) that focus heavily on AI.

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The Motley Fool

APRIL 21, 2024

While the portfolio has stakes in two dozen companies in all, the vast majority is held in just four stocks. million Berkshire shares in a stake worth nearly $7.96 Those factors help explain why Berkshire Hathaway continues to be among Gates' largest stakes. Image source: Getty Images. Currently, the trust holds 19.9

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Portfolios Investors Stakes Conglomerates 246

The Motley Fool

JULY 22, 2023

His conglomerate Berkshire Hathaway has certainly done that over the past few decades, even if it occasionally trails the S&P 500 benchmark in some years. Buffett's Berkshire has held a stake in American Express for decades now, initiating its position in 1991. He thinks in the long term and doesn't sweat the temporary headwinds.

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The Motley Fool

SEPTEMBER 19, 2023

Since 1965, he has steered his conglomerate, Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B) , to average annual returns of 19.8% Today, Berkshire Hathaway owns a portfolio of 56 publicly listed stocks and securities worth $352 billion, as well as dozens of wholly owned companies under the conglomerate's umbrella.

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The Motley Fool

JANUARY 21, 2024

Buffett acknowledged in last year's shareholder letter that stakes in Coca-Cola (NYSE: KO) and American Express (NYSE: AXP) , which Berkshire Hathaway has held for decades, have provided it with billions of dollars in unrealized gains from share price appreciation that was partially powered by their growing dividends. billion, or $8.49

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The Motley Fool

SEPTEMBER 16, 2024

At one point, Berkshire Hathaway's Apple stake grew to become about 50% of its equity portfolio, but Buffett has been selling the stock lately. But Buffett's decision to trim his Apple stake also suggests he views the shares as fairly valued or at best, only slightly undervalued relative to their intrinsic value.

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The Motley Fool

SEPTEMBER 11, 2024

I've believed for a long time that investing in Warren Buffett's favorite stock was similar to investing in an exchange-traded fund (ETF). The conglomerate owns over 60 subsidiaries and has stakes in over 40 other publicly traded companies.

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